FSA provides advice and guidance to clients while helping to deepen investment relationships and serve as Preferred clients primary point of contact within the Financial Center. The FSA will identify, profile and meet with clients to analyze and review financial goals.
Engages customers in the lobby for delivery of store value proposition. The FSA will triage client leads and make referrals to appropriate internal service providers based on client needs and asset thresholds. Participates in on-going training and interaction with the Merrill Lynch Wealth Complex.
The role is a bridge between banking and brokerage, therefore the FSA must have a general awareness of core banking and investment solutions. The FSA should be able to provide an enterprise product view for our clients, executing referrals across banking and brokerage lines. Demonstrates proficiency with appropriate financial center systems and roadmap experience to offer enterprise-wide solutions to client based on clients life priorities.
Series 7 & 66 (63 & 65 in lieu of 66) required and Insurance licenses desired. CFP or CRCP preferred. 4 year business degree preferred. One+ years experience in business development and investments training.
This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination.
Posting Date: 03/05/2019
Location: Draper, UT, Draper FC, 1222 E Draper Pkwy, - United States
Travel: Yes, 20% of the time
Full / Part-time: Full time
Hours Per Week: 40
Shift: 1st shift
Bank Of America Corporation